IJR vs. IVV
Compare and contrast key facts about iShares Core S&P Small-Cap ETF (IJR) and iShares Core S&P 500 ETF (IVV).
IJR and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both IJR and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IJR vs. IVV - Performance Comparison
Loading graphics...
IJR vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IJR iShares Core S&P Small-Cap ETF | 3.60% | 5.89% | 8.63% | 16.06% | -16.20% | 26.58% | 11.28% | 22.82% | -8.51% | 13.15% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, IJR achieves a 3.60% return, which is significantly higher than IVV's -4.38% return. Over the past 10 years, IJR has underperformed IVV with an annualized return of 9.83%, while IVV has yielded a comparatively higher 14.02% annualized return.
IJR
- 1D
- 2.85%
- 1M
- -4.00%
- YTD
- 3.60%
- 6M
- 5.26%
- 1Y
- 20.51%
- 3Y*
- 10.49%
- 5Y*
- 4.08%
- 10Y*
- 9.83%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IJR vs. IVV - Expense Ratio Comparison
IJR has a 0.06% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
IJR vs. IVV — Risk / Return Rank
IJR
IVV
IJR vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Small-Cap ETF (IJR) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IJR | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.97 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.49 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.53 | -0.11 |
Martin ratioReturn relative to average drawdown | 5.77 | 7.32 | -1.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IJR | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.97 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.70 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.78 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.42 | -0.01 |
Correlation
The correlation between IJR and IVV is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IJR vs. IVV - Dividend Comparison
IJR's dividend yield for the trailing twelve months is around 1.29%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJR iShares Core S&P Small-Cap ETF | 1.29% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
IJR vs. IVV - Drawdown Comparison
The maximum IJR drawdown since its inception was -58.15%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for IJR and IVV.
Loading graphics...
Drawdown Indicators
| IJR | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -55.25% | -2.90% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -12.06% | -2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -24.53% | -3.49% |
Max Drawdown (10Y)Largest decline over 10 years | -44.36% | -33.90% | -10.46% |
Current DrawdownCurrent decline from peak | -5.73% | -6.26% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -9.34% | -10.85% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 2.53% | +1.13% |
Volatility
IJR vs. IVV - Volatility Comparison
iShares Core S&P Small-Cap ETF (IJR) has a higher volatility of 6.27% compared to iShares Core S&P 500 ETF (IVV) at 5.30%. This indicates that IJR's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IJR | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.27% | 5.30% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 12.98% | 9.45% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.66% | 18.31% | +4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.52% | 16.89% | +4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 18.04% | +4.87% |